Business Details
36 Years
experience
Trusted Accounting and Tax Services in Paoli, PA
Since 1990, Robert J Kratz has been dedicated to delivering timely and high-quality tax, accounting, auditing, financial reporting, and advisory services. Our firm is built on a foundation of professionalism, integrity, innovation, and personalized client service, ensuring clients receive tailored solutions to meet their unique needs. With a team of certified public accountants, we provide expertise in tax compliance, business strategy, and financial planning, empowering small businesses and individuals to focus on growth while we manage their financial complexities.Our commitment to ongoing education ensures we stay ahead of evolving tax codes and industry standards, offering clients the benefit of current, strategic insights. By prioritizing responsiveness and transparency, we have cultivated long-standing relationships with clients who trust us to navigate their financial challenges with precision and care.
Services
Accounting Services
Tax Services
Advisory Services
Auditing
Financial Reporting
Business Startup
Details
- Year established: 1990
Highlights and features
- We offer 30+ years of experience in accounting and tax services.
- Our team includes CPAs with 40+ hours of annual continuing education.
- We provide personalized financial strategies tailored to your business needs.
- We utilize advanced technology for accurate and efficient tax filing.
- We prioritize timely, transparent communication and proactive problem-solving.
Services
Accounting Services
Our accounting services provide small businesses with comprehensive financial management, including bookkeeping, payroll processing, and sales tax compliance. We streamline your accounting processes to ensure accuracy and efficiency, allowing you to focus on core business operations. With tailored support, we help you maintain clear financial records and make informed decisions for growth.
Tax Services
We offer end-to-end tax services, including preparation, filing, and representation for individuals and businesses. Our team stays updated on federal and state tax laws to ensure compliance and optimize savings. From audits to electronic filing, we simplify tax season with reliable, strategic solutions tailored to your unique circumstances.
Advisory Services
Our advisory services focus on strategic business planning, tax strategy, and financial consulting to support informed decision-making. We help startups and established businesses navigate challenges like succession planning, QuickBooks setup, and retirement strategies. By combining industry expertise with personalized guidance, we drive long-term success and operational efficiency.
Auditing
We conduct thorough audits to verify financial accuracy and compliance with US GAAS standards. Our process includes testing balances, verifying transactions, and ensuring transparency for third-party stakeholders. Designed for businesses requiring lender or regulatory assurance, our audits provide confidence in your financial reporting integrity.
Business Startup
We guide entrepreneurs through the business startup process, from selecting legal structures to projecting financial needs. Our services include cash flow analysis, tax liability projections, and capital planning to establish a solid foundation. By addressing critical financial and regulatory requirements, we help new businesses launch successfully and avoid common pitfalls.
People
Robert J. Kratz
CPA
Robert J. Kratz provides strategic guidance to clients and leads a team of accounting professionals with a focus on precision and client-centric service.
Edward R. Swift
CPA
Edward R. Swift offers expertise in accounting, tax preparation, and auditing, ensuring clients receive accurate and compliant financial solutions.
Cynthia J. Maun
CPA
Cynthia J. Maun specializes in individual and business accounting, consulting, and tax services, delivering tailored financial strategies to diverse clients.
Kimberly A. Moreno-Woodward
CPA
Kimberly A. Moreno-Woodward provides comprehensive accounting, tax, and consulting services to businesses and individuals, emphasizing clarity and proactive financial management.
Robert J. Kadelski
CPA
Robert J. Kadelski delivers expert accounting, consulting, and tax services, focusing on client education and long-term financial health.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, sales tax management, financial reporting, and accounting system setup tailored to small business needs.
Do you handle tax preparation for individuals and businesses?
Yes, we prepare and file federal, state, and local tax returns for individuals, corporations, LLCs, nonprofits, and trusts.
Can you assist with business startup financial planning?
We help new businesses choose legal structures, project cash flow, and estimate capital needs to ensure a strong financial foundation.
What sets your auditing services apart?
Our audits follow US GAAS standards, ensuring accuracy and compliance while providing third-party assurance for lenders or stakeholders.
Do you offer advisory services for business strategy?
Yes, we provide consulting on tax planning, succession strategies, QuickBooks setup, and retirement planning to support informed decisions.
How do you stay updated on tax law changes?
Our CPAs complete 40+ hours of annual continuing education and maintain industry affiliations to track evolving tax regulations.
